Daksh was founded in Nov’2007 by two finance professionals with extensive industry experience and passion to set up a client-centric financial services organization.

The industry is dominated by so called financial planners/advisors who are focused on distributing various products, often sacrificing client’s interest for their own monetary benefits.

Our philosophy is to build a lifetime relationship with the client by always keeping his interest at the forefront and maintaining transparency in all our interactions.

We work with a team of experts to deliver high quality advice and service to our clients.

Our philosophy has helped us to build a family of over 250 clients in a short span of time, for whom we are managing an asset portfolio of INR 1.3 bn. The company’s clients comprise of senior management professionals and business owners from diverse professions and industry.

Annual Report